David Sharp is a financial advisor at Calton & Associates, Inc. in Lafayette, IN, with 12 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial before joining Calton & Associates in 2019. Outside of his advisory role, he is involved in sports management businesses, including ownership and financial management of local sports leagues and tournaments. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a range of investment programs and combines fee-based services with commissionable brokerage and insurance products through its dual registration as both a registered investment adviser and broker-dealer.

Stephen Barrett is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC since 2024. His prior experience includes roles at Sii Investments Inc for nine years and StrategIQ Financial Group, LLC for 17 years. He is also a member of IQ Companies, LLC, which owns StrategIQ Financial Group. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management and a range of financial planning, retirement consulting, and multi-family office services.

Michael Mcniven is a financial advisor at Cumberland Advisors with 17 years of industry experience. He holds the Series 65 designation and has been with Cumberland Advisors since 2009. Cumberland Advisors serves high-net-worth individuals and a range of institutional clients including retirement plans, corporations, foundations, and government entities. The firm provides discretionary portfolio management across fixed-income and equity strategies, with a focus on active fixed-income management and ETF-based core-satellite equity approaches.

Brianna Madren is a CFP® with 10 years of industry experience currently with The Fiduciary Alliance. She previously worked at Invst, LLC and Edward Jones, and began her career at Faith Christian School. The Fiduciary Alliance serves individuals, including high-net-worth clients, retirement plans, and other investment advisers with investment management and comprehensive financial planning services. The firm combines fundamental, technical, cyclical, and charting analysis to build individualized investment policies and may use third-party managers as part of implementation.

Jon Mccardle is a financial advisor with Regal Investment Advisors LLC in Lafayette, IN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been associated with Regal Investment Advisors since 2012 and Regulus Financial Group, LLC since 2015. Outside of his advisory roles, he is president of Hardwork, LLC, a holding company for a commercial property. Regal Investment Advisors LLC, operating as LionShare, offers discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm utilizes proprietary and third-party model portfolios across various asset classes, granting advisers discretion to manage and rebalance accounts accordingly.

Jeremy Stackhouse is a ChFC® credentialed financial advisor with 14 years of industry experience, currently affiliated with Eagle Strategies (NY Life). His career includes roles at Prosperity Financial Group LLC and Wabash City Schools. He serves as a board member for the Indiana chapter of NAIFA and Junior Achievement Greater Wabash, organizations focused on professional development and financial literacy. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional investors, and plan sponsors. The firm emphasizes tailored solutions and offers a range of programs delivered primarily on a non-discretionary basis through its integrated New York Life affiliate structure.

Douglas Holder is a CERTIFIED FINANCIAL PLANNER™ with 27 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at LPL Financial, Advantage Investment Management LLC, National Planning Corporation, and Walnut Street Advisers Inc. His business activities have included managing certain insurance products and operating a business entity for tax purposes related to his LPL work. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm follows a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies while collaborating with third-party managers and strategists.

Dennis Synesael is a financial advisor with Private Advisor Group, LLC, holding a ChFC® designation and Series 63 license, and has 37 years of industry experience. His prior experience includes roles at LPL Financial, Advantage Investment Management, and National Planning Corporation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm’s advisory model is fiduciary-based and leverages multiple investment strategies, technology platforms, and third-party managers.

Diego De Los Santos is a financial advisor at SPC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Transamerica Financial Advisors. Outside of finance, he is a 20% owner of LIDC Hospitality Inc, operating Lupe’s Mexican Eatery in San Juan Capistrano, CA, and manages a small home farm business selling chicken eggs. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and ERISA-related services through a large network of advisors. The firm provides both discretionary and nondiscretionary management options and maintains affiliations with broker-dealers and insurance agencies to support a broad range of client needs.

Glen Asbury is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to his current role, he has been affiliated with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Since 2011, he has also worked as an insurance agent, writing life, health, Medicare Supplement, annuity, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis to create customized portfolios and is affiliated with CNO Financial Group and related insurance and mortgage businesses.

Garrett Cheney is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Private Advisor Group since 2019 and previously spent four years with Advantage Investment Management LLC. Outside of his advisory role, he has involvement in insurance services, including life, disability, and long-term care insurance products. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers a range of managed account solutions and employs a fiduciary-based advisory model that incorporates various investment strategies and third-party managers.

Dale Driggs is a financial advisor at SPC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Sigma Financial Corporation and LPL Financial. SPC serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies through discretionary and nondiscretionary management options.

Adam Blankenberger is a financial advisor with Edward Jones in Delphi, IN, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Madelynne Couch is a financial advisor with Cetera, holding a Series 66 designation and beginning her advisory career in 2024. Prior to her current role, she has experience in various service and banking positions. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Ashley Russell is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining LPL in 2022, she held roles at CUNA Brokerage Services, CUNA Mutual Group, Cetera Investment Advisers, Wells Fargo Advisors, J.P. Morgan Securities, and other firms. She also conducts investment services through Purdue Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a network of over 22,800 advisors.

Rena Noe is a CFP® professional with 26 years of experience in the financial industry. She has worked at LPL Financial since 2018 and previously held roles at SII Investments Inc, Strategic Financial Group, StrategIQ Financial Group, LLC, and United Planners' Financial Services of America. Noe is also a Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services supported by a network of over 22,800 advisors and utilizes both proprietary and third-party strategies.

Brian Martin is a financial advisor at Edward Jones in West Lafayette, IN, holding Series 63 and Series 66 designations with seven years of industry experience. He previously worked at Bankers Life Securities and Bankers Life & Casualty from 2015 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Justin Coleman is a CFP® professional with 15 years of experience at Edward Jones, where he has worked since 2011. He holds the Series 66 designation and is based in Lafayette, Indiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Brad Grabowski is a CFP® and holds a Series 66 license with 11 years of industry experience, all with Edward Jones. He is based in Lafayette, IN, and has worked at Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of advisors and branch offices across the United States.

Darrell Woodman is a CFP® and holds a Series 66 license with 14 years of experience in the financial industry. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.